Iqe Share Discussion Threads

[lawson27] 02/12/2024 09:54

Looks like the bots are going to take this through 13, happy days, GLA

[jimboyce] 01/12/2024 09:13

No doubt these options will still kick in if the company is taken over before the 2 or 3 years are up.

[lpavlou] 29/11/2024 19:59

I assume ALs 3065000 share options will not crystallise this December, so she will get some of these if the company is still around in 3 years time

[bbonsall] 29/11/2024 16:36

LTS
You sound even harsher than I did.

[longtallsally] 29/11/2024 15:59

Hey go easy on them, numbers (as we know) are not their thing, they’re a R&D company 😉

[bbonsall] 29/11/2024 15:44

It says performance related for the 3 years to Dec 2026. I make that 2 years.
Poor at arithmetic doesn’t bode well for a supposed high tech company!

[stormclone10] 29/11/2024 15:24

I had hoped for a new permanent CEO in the new year, but perhaps this share incentive (although relatively small) is an indication they are doubtful about finding one soon.

[boboty] 29/11/2024 15:14

Yes but they are now her shares. And like the rest of us her relative wealth will increase or decrease depending on the fortunes of iqe share price. I call that skin in the game.

[longtallsally] 29/11/2024 14:52

One day an LTIP share giveaway will fall upon someone who actually earns it by dragging the company back to a going concern that rewards long term investors

[jimboyce] 29/11/2024 14:44

What skin? They are nil cost.

[longtallsally] 28/11/2024 07:52

Historically only Drew and Americo after have bought significant shares in IQE but it hasn’t stopped the share price going from 15p to £1.80 and then lows of 15/20p to 80p so I wouldn’t base your investment decisions on that. Currently it’s undervalued, especially with Taiwan listing but after that gets priced in next year it’s anyone’s guess.

[boboty] 27/11/2024 15:44

Is Drew Nelson insider enough.

[lammergeier] 27/11/2024 15:41

Interesting-any spare funds for IQE?

[stormclone10] 27/11/2024 15:26

Are we at all concerned about the lack of insider buying at this historically low price? If, as the trading update says, the board is confident that the share price is not reflective of the value of the business, where is the buying?

[mw16] 27/11/2024 13:41

What's factual about guessing at 2-3x current share price You sound like Lemos.

[lawson27] 27/11/2024 13:37

C'mon, lets see it through 13 and beyond, GLA

[crosswires] 26/11/2024 16:11

Agreed Sally, GaN will be huge, hard to see how IQE can’t take advantage to some extent and they have already tooled up.

Micro LED is the area that is less certain. All the clever people in that space now seem to be saying it’s probably going to be 2030 before the issues related to technology and cost will allow it to be in a position to be a mega trend volume wise, so it is really all about the general rise is CS and GaN for IQE for the foreseeable. Hopefully our Micro LED partnerships will yield something down the line still though.

[willoicc] 26/11/2024 15:31

Thank you LTS.

[longtallsally] 26/11/2024 15:15

Lol, what’s annoyed someone about that post? Pretty balanced and factual and non controversial

[longtallsally] 26/11/2024 12:51

Willioc. I think when we know how much of the Taiwan concern IQE will sell and what it’s worth we will also know to some degree what the rest of IQE is worth. Once the dust has settled and the company reset I suspect it’s 2-3 x minimum the current share price

The real issue when that recovery comes (because IQE has gone through many of these up /down cycles now) is at what price to sell. Most investors (including me) have assumed they can become a large billion pound company. I no longer think that so it will be timing the exit to take advantage of the next share price run up. before the next down turn.

GaN is going to be huge, everyone is tooling up for it, they can’t all be wrong and IQE will take their slice of that cake.

[willoicc] 26/11/2024 09:03

What will IQE's results look like when you take out Taiwan's figures?

Even if a good price is received from the IPO, how much of that will end up in shareholders' hands, short-term or long-term?

[longtallsally] 26/11/2024 08:40

Don’t know about his interest rate but no doubt he has significant real and paper losses on this, he really needs the share price to get past mid 40s.

I’d be delighted to see 40p, although suspect I will be motivated to sell slightly below that, 38p would do me!

[smorales] 26/11/2024 08:31

LLOL - the previous figure for his personal holding was 3.39%, and that amount won't change if the loan is rolled over so no need for RNS. If he 'buys' back shares from EFH his personal holding would increase, and RNS required if he crosses a 1% threshold. Increase from yesterday took him to 4.015%.

As I said it is possible he's bought more shares in the market, but something along these lines seems likely to me.

[lammergeier] 26/11/2024 08:16

Future trading outlook has been well and truly taken into account by the fall in the
sp from 35p to the current low teens (12-13).
What has NOT been factored into the share price as yet is the potential intrinsic
value in IQE by its 'Jewel in the Crown'subsidiary in Taiwan.An online article by the
BBC last December clearly shows the benefit of being based in the Semiconductor Capital Of the world:-